We have a pretty big sales team and we require them to respond to leads quickly to them being received. If a lead sits without a response for more than 15 minutes we are not doing our work the way we would like. We use a handful of workflows to dist read more
Ourselves and many of our customers have multiple Deals and Ticket Pipelines.
Both Deals and Tickets might need different information required in the different Pipelines they belong to. For example if your sales teams sell to completly differe read more
The sales team needs to be able to view a report that shows upcoming close dates for deal in particular stages. Ideally, it would be a report that would show the NEXT 120 days.
Currently, the only options for rolling date ranges are for the L read more